摩根大通将SK海力士的目标价大幅上调至100万韩元。该行认为,AI内存需求的长期增长趋势未变,叠加潜在的美股上市计划,将成为推动股价上涨的双重催化剂。据追风交易台消息,摩根大通Jay Kwon分析团队在16日的报告中维持了对SK海力士的“增持”评级,并将2026年12月的目标价从此前的80万韩元上调至100万韩元。分析师指出,未来3至6个月内强劲的定价动能将推动盈利预期上调,预计2026至2027...
Source Link摩根大通将SK海力士的目标价大幅上调至100万韩元。该行认为,AI内存需求的长期增长趋势未变,叠加潜在的美股上市计划,将成为推动股价上涨的双重催化剂。据追风交易台消息,摩根大通Jay Kwon分析团队在16日的报告中维持了对SK海力士的“增持”评级,并将2026年12月的目标价从此前的80万韩元上调至100万韩元。分析师指出,未来3至6个月内强劲的定价动能将推动盈利预期上调,预计2026至2027...
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